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Charity Summary

This is the charity information for: The Tana Umaga Foundation Trust.

Charity Details

Deregistration details

Legal name of the Charity:

The Tana Umaga Foundation Trust

Registration number:

CC22854

NZBN number:

9429043184521

Current Status:

Deregistered

Deregistration Date Requested:

30/06/2023

Deregistration Reason:

The charity is closing down permanently or has closed down (winding up)

Financial information at the time of Deregistration:

Accumulated Assets and Income:

Liabilities:

Below are details of The Tana Umaga Foundation Trust at the date of deregistration:

Legal name of the Charity:

The Tana Umaga Foundation Trust

Registration number:

CC22854

NZBN number:

9429043184521

Current Status:

Deregistered

Registration details

Date of Registration:

10/04/2008

Balance Date:

June 30

Registration history

Registration Action	Date effective	Reason
De-registered	30/06/2023	The charity is closing down permanently or has closed down (winding up)
Registered	10/04/2008

Address for service

Charity's Postal Address:

PO Box 10340

The Terrace

Wellington

6143

Charity's Street Address:

Level 1, Chartered Accountants House

50 Customhouse Quay

Wellington Central

Wellington

6011

Charity's other details

Phone:

04 472 5850

Fax:

04 473 3582

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC22854

Purpose & Structure

Charitable Purpose

Give opportunities to candidates who are deemed worthy of financial funding for their chosen activity.

Note: The main sectors, activities and beneficiaries are bolded.

Activities:

Makes grants / loans to individuals

Provides advice / information / advocacy

Sectors:

Education / training / research

Arts / culture / heritage, Sport / recreation

Beneficiaries:

Children / young people

Entity Structure

Investment income and donations are given to successful candidates.

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return by the 31st of December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by the 31st of December 2009.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements
30/06/2023	31/12/2023	13/12/2023	$2,316	$29,970	Included in Annual Return
30/06/2022	31/12/2022	23/12/2022	$196	$10,357	Included in Annual Return
30/06/2021	31/12/2021	18/01/2022	$727	$18,818	Included in Annual Return
30/06/2020	31/12/2020	3/09/2020	$1,058	$3,554	Included in Annual Return
30/06/2019	31/12/2019	14/10/2019	$1,577	$3,174	Included in Annual Return
30/06/2018	31/12/2018	14/12/2018	$1,754	$3,728	Included in Annual Return
30/06/2017	31/12/2017	16/03/2018	$2,246	$2,585	Included in Annual Return
30/06/2016	31/12/2016	16/03/2018	$2,339	$5,243	Included in Annual Return
30/06/2015	31/12/2015	15/03/2018	$3,499	$6,761	Included in Annual Return
30/06/2014	31/12/2014	23/02/2015	$12,651	$7,274	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Frances Helen Russell	Trustee	26/09/2007
Jonathan Falefasa Umaga	Trustee	26/09/2007
Rochelle Kate Umaga	Trustee	26/09/2007

Past Officers

Officer Name	Position	Past Since
Frank Benny Hayes Walker	Trustee	30/06/2015
Kenneth Charles Laban	Trustee	30/06/2015
Rhys Michael Barlow	Trustee	30/06/2015

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.

Date Created	Reference	View Summary (.pdf <1MB)
4/02/2010	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name